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Filing

R.G. Geronemus, M.D. PC. Pension Benefit Plan & Trust

R.G. Geronemus, M.D. PC. • EIN 13-3701247 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

42 → 29

-13 • -30.95%

Assets

Up

$420,010 → $568,147

$148,137 • 35.27%

Investment Management Fee

-

Admin expenses - • Total expenses $4,280

Filing Details

Context
Net investment result
$147,309
Pension payor EIN
13-3746630

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200910$0$0-
R.G. Geronemus, M.D. PC. Pension Benefit Plan & Trust-0$0--
200810$1,337,533$0-
R.G. Geronemus, M.D. PC. Pension Benefit Plan & Trust-0$1,337,533--
2007142$0$0-
R.G. Geronemus, M.D. PC. Pension Benefit Plan & Trust-42---
2006139$1,259,071$137,105$3,516iApproximate average salary by contribution assumption: employee only about $87,888 at 4% or $58,592 at 6%; with 50% employer match about $58,592 at 4% or $39,061 at 6%; with 100% employer match about $43,944 at 4% or $29,296 at 6%.
R.G. Geronemus, M.D. PC. Pension Benefit Plan & Trust-39$1,259,071$137,105$3,516iApproximate average salary by contribution assumption: employee only about $87,888 at 4% or $58,592 at 6%; with 50% employer match about $58,592 at 4% or $39,061 at 6%; with 100% employer match about $43,944 at 4% or $29,296 at 6%.
2005133$1,076,244$104,483$3,166iApproximate average salary by contribution assumption: employee only about $79,154 at 4% or $52,769 at 6%; with 50% employer match about $52,769 at 4% or $35,179 at 6%; with 100% employer match about $39,577 at 4% or $26,385 at 6%.
R.G. Geronemus, M.D. PC. Pension Benefit Plan & Trust-33$1,076,244$104,483$3,166iApproximate average salary by contribution assumption: employee only about $79,154 at 4% or $52,769 at 6%; with 50% employer match about $52,769 at 4% or $35,179 at 6%; with 100% employer match about $39,577 at 4% or $26,385 at 6%.
2004135$965,316$124,364$3,553iApproximate average salary by contribution assumption: employee only about $88,831 at 4% or $59,221 at 6%; with 50% employer match about $59,221 at 4% or $39,481 at 6%; with 100% employer match about $44,416 at 4% or $29,610 at 6%.
R.G. Geronemus, M.D. PC. Pension Benefit Plan & Trust-35$965,316$124,364$3,553iApproximate average salary by contribution assumption: employee only about $88,831 at 4% or $59,221 at 6%; with 50% employer match about $59,221 at 4% or $39,481 at 6%; with 100% employer match about $44,416 at 4% or $29,610 at 6%.
2003143$765,141$117,757$2,739iApproximate average salary by contribution assumption: employee only about $68,463 at 4% or $45,642 at 6%; with 50% employer match about $45,642 at 4% or $30,428 at 6%; with 100% employer match about $34,232 at 4% or $22,821 at 6%.
R.G. Geronemus, M.D. PC. Pension Benefit Plan & Trust-43$765,141$117,757$2,739iApproximate average salary by contribution assumption: employee only about $68,463 at 4% or $45,642 at 6%; with 50% employer match about $45,642 at 4% or $30,428 at 6%; with 100% employer match about $34,232 at 4% or $22,821 at 6%.
2002138$0$0-
R.G. Geronemus, M.D. PC. Pension Benefit Plan & Trust-38---
2001137$0$0-
R.G. Geronemus, M.D. PC. Pension Benefit Plan & Trust-37---
2000129$0$0-
R.G. Geronemus, M.D. PC. Pension Benefit Plan & Trust-29---
1999129$568,147$69,811$2,407iApproximate average salary by contribution assumption: employee only about $60,182 at 4% or $40,121 at 6%; with 50% employer match about $40,121 at 4% or $26,748 at 6%; with 100% employer match about $30,091 at 4% or $20,061 at 6%.
R.G. Geronemus, M.D. PC. Pension Benefit Plan & TrustCurrent29$568,147$69,811$2,407iApproximate average salary by contribution assumption: employee only about $60,182 at 4% or $40,121 at 6%; with 50% employer match about $40,121 at 4% or $26,748 at 6%; with 100% employer match about $30,091 at 4% or $20,061 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$568,147$148,137 change

Balance Sheet

Beginning and end of plan year.

Total assets$420,010$568,147Increase +$148,137 (35.27%)
Total liabilities$406$1,234Increase +$828 (203.94%)
Net assets$419,604$566,913Increase +$147,309 (35.11%)

Contributions

Employer contributions$69,811
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$151,589
Total expenses$4,280
Net income$147,309
Source fields
Schedule I source fields
Filing Id
56037108009811
Schedule I EIN
13-3701247
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$420,010
Small plan total liabilities at beginning of year
$406
Small plan net assets at beginning of year
$419,604
Small plan total assets at end of year
$568,147
Small plan total liabilities at end of year
$1,234
Small plan net assets at end of year
$566,913
Small plan employer contributions
$69,811
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$81,778
Small plan total income
$151,589
Small plan total benefit distributions
$4,140
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$140
Small plan total expenses
$4,280
Small plan net income or loss
$147,309
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$25,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN13-3746630

Transfers

Distributed property value$0
Schedule R source fields
Payor 13-3746630
Filing Id
56037108009811
Schedule R EIN
13-3701247
Schedule R Plan number
001
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
13-3746630
Pension Bnft Distribution Sngl Sum Count
2
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$69,812
Pension Employer Contribution Paid Amount
$69,812
Pension Funding Deficiency Amount
$0